Who We Are
Meet Our Team
Our Values
Who We Serve
Individuals
Families
Business Owners
Entities
What We Do
Investment Management
Risk Management
Tax Analysis
Financial Planning
Partners
Insights
Contact
Client Login
Addepar
eMoney
arrow_back
Who We Are
Who We Serve
Individuals
Families
Business Owners
Entities
What We Do
Investment Management
Risk Management
Tax Analysis
Financial Planning
Partners
Insights
Contact
Addepar
eMoney
who we are
Our Team
Michael Pompian, CFA, CAIA, CFP
Founder, Chief Investment Officer
Jack Dwyer, CFA
managing director
Corey Wangler
Principal
Angela Pompian
VP Operations, Investment Advisor
Paul Schulz
head of reporting
Sam Caspersen
Fiduciary Advisor
Lisa Green
Investment advisor
Learn About Sunpointe's Values
Subscribe to Our Newsletter
Subscribe
